Question

Employee Payroll Journal without Excel?

Forum|Forum|4 years ago
January 12, 2022
12 replies
31 views

When you Export Payroll Data to Excel you get an Employee Journal sheet. I use this heavily but have to modify it and format it. With older Quickbook versions I could "get Quickbooks data" and it would update this information. Now when I try to Update Report, it says this is a report Quickbooks cannot update. I would have to export it each week and then modify and reformat it each week.

Is there a way to get this report (Employee Journal) from within Quickbooks without exporting it to Excel? Then I could modify and save it. I am trying to avoid having to export, modify, and reformat it each week.

QuickBooks Desktop

BigRedConsulting

Level 15

It should work the same way as before. Make sure you're not using the "QuickBooks" tab in Excel as that's not designed to update the payroll reports. Instead, use the interface each payroll report creates, I think on the Add-ins tab.

S

SunburstAuthor

I have nothing under my add-ins tab. I don't know how to get to the "interface" you are referring to?

S

SunburstAuthor

Thanks for sharing a screenshot, @Sunburst.

The option to create an employee journal page without summarizing payroll data in excel is unavailable. Thus, you have to view it outside QuickBooks.

To generate the Summarize Payroll Data in Excel report, follow these steps:

Under Reports from the QuickBooks menu, choose Employees & Payroll and select Summarize Payroll Data in Excel.
If prompted by the Excel security warning, follow the directions to enable macros in Excel.
From the QuickBooks Payroll Workbook - Welcome screen, click OK.
Enter a date range, then select Get QuickBooks Data.
Click the State Wage Listing tab at the bottom.

Moreover, you can check out our other Excel-based payroll reports in this article: Excel reports available in QuickBooks and how to generate them.

The Community always has your back, so please let me know if you have any other questions. I'll be more than happy to help. Keep safe.

Why am i not able to update any payroll reports in excel? Even if I do not modify the report at all, it does not update. I get a message that it may be from an older Quickbooks version (it's not) or it is not a report QB is able to update.

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SunburstAuthor

So there is no way to get an employee journal report from within Quickbooks without having to export to excel? And no way to update a payroll report in excel without additional software?

BigRedConsulting

Level 15

@Sunburst wrote:
So there is no way to get an employee journal report from within Quickbooks without having to export to excel? And no way to update a payroll report in excel without additional software?

There isn't a report like your screenshots within QuickBooks. You don't need any additional software. Just Excel.

When launching the Summarize Payroll In Excel template from the QuickBooks Reports menu or payroll center, a window should appear with options for the date range and the reports to run. After you run them, a custom "toolbar" should appear in Excel under the Add-ins tab.

S

SunburstAuthor

The add-ins tab is there the first time I create the document. After I save the document and go back to it, it is gone. I do have "add ins" checked in my ribbon bar to show.

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